Lido Advisors, LLC is a well-established and expanding wealth management firm that specializes in providing advanced financial planning services. The company focuses on developing tailored wealth management strategies for clients with significant assets, ranging from $5 million to $15 million. Lido Advisors prides itself on its experienced team of financial planners and its commitment to continuous learning and collaboration, ensuring that clients receive comprehensive and effective financial advice. The firm also emphasizes the importance of communication and marketing, actively engaging in content development and outreach to enhance its services.
Lido Advisors is looking for a Vice President of Business Intelligence to enhance data-driven decision-making and reporting processes.
The Sr. Associate, IT Coordinator will manage office buildouts, IT office management, and coordinate onboarding processes while traveling frequently.
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